When I download credit card or bank transactions into Quicken (2010 Premier), Quicken automatically fills in the category field with what ever category I've used previously for that payee. That works okay for categories don't change such as the electric bill but does not work well for categories that change such as drug stores which might be categorized as medical or household.
Is there a way to automatically fill in the category field for some payees but not others?
I would turn off "Use Automatic Categorization" and "Automatically memorize new payees". Both in Edit > Preferences > Quicken Preferences.
Then I would fix or delete any Memorized Payees that were wrong. Banking > Memorized Payee List.
If you get a new payee that you want Quicken to remember the category for, either add it manually to the Memorized Payee List, or right-click a correctly categorized transaction for the payee and select "Memorize payee".
Thanks John. I'll give it a try.
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